Portfolio (Quarterly) Guide ↗

Cypress Wealth Services, LLC

· CIK 0001721527

13F Portfolio $708M AUM 397 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 31 New 96 Added 152 Reduced 23 Exited

Page 2 of 2 · 23 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	NKE	NIKE INC	Consumer Cyclical	3,172	$202K	0.03%	SOLD
22	MDYV	SPDR SERIES TRUST	—	2,373	$201K	0.03%	SOLD
23	OGN	ORGANON & CO	Healthcare	11,538	$83K	0.01%	SOLD

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Sector Allocation

Technology 32.7%

Financial Services 22.3%

Consumer Cyclical 9.2%

Communication Services 9.1%

Healthcare 6.6%

Consumer Defensive 5.5%

Industrials 5.5%

Energy 5.3%

Basic Materials 2.0%

Utilities 1.1%